SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$682M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.12M
3
+$1.07M
4
POWI icon
Power Integrations
POWI
+$1.04M
5
CMCSA icon
Comcast
CMCSA
+$664K

Top Sells

1
+$2.65M
2
+$2.1M
3
+$1.4M
4
HPQ icon
HP
HPQ
+$1.17M
5
VOD icon
Vodafone
VOD
+$1.09M

Sector Composition

1 Technology 18.7%
2 Healthcare 15.08%
3 Financials 12.21%
4 Industrials 9.86%
5 Energy 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.23M 0.62%
60,584
+2,420
27
$4.08M 0.6%
41,870
+1,580
28
$3.96M 0.58%
34,912
+239
29
$3.84M 0.56%
39,702
30
$3.82M 0.56%
51,916
31
$3.8M 0.56%
63,103
+5,201
32
$3.75M 0.55%
150,000
+26,560
33
$3.74M 0.55%
38,133
+865
34
$3.67M 0.54%
91,888
35
$3.64M 0.53%
36,532
-3,000
36
$3.6M 0.53%
36,194
37
$3.44M 0.5%
63,571
+4,088
38
$3.34M 0.49%
121,693
+75,056
39
$3.19M 0.47%
74,484
-100
40
$3.19M 0.47%
63,182
41
$3.13M 0.46%
9,941
42
$3.11M 0.46%
47,463
43
$3.1M 0.46%
25,025
+2,612
44
$3.1M 0.45%
82,883
+1,400
45
$3.06M 0.45%
31,384
46
$3.02M 0.44%
76,624
47
$3M 0.44%
192,015
+2,400
48
$2.99M 0.44%
26,734
+2,151
49
$2.98M 0.44%
24,179
+3,093
50
$2.92M 0.43%
61,941
+2,909
1
2
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